Prevail Innovative Wealth Advisors’s PayPal PYPL Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,867	Closed	-$1.55M	–	192
2024 Q3	$1.55M	Buy	+19,867	New	+$1.33M	0.47%	70
2024 Q1	–	Sell	-40,612	Closed	-$2.49M	–	186
2023 Q4	$2.49M	Buy	40,612 +16,961	+72%	+$972K	1.19%	29
2023 Q3	$1.38M	Buy	+23,651	New	+$1.54M	0.72%	59

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prevail Innovative Wealth Advisors's PYPL Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of PayPal (PYPL) in Q4 2024, closing a stake of 19,867 shares — an estimated $1.55M sold.

Prevail Innovative Wealth Advisors first reported a position in PYPL in Q3 2023 and held it in 3 quarters. The position peaked at $2.49M in Q4 2023. 2,012 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Prevail Innovative Wealth Advisors reported no remaining PayPal position as of Q4 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 19,867 PayPal shares in Q4 2024, an estimated $1.55M.
Prevail Innovative Wealth Advisors first reported a position in PayPal in Q3 2023 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's PayPal position peaked at $2.49M in Q4 2023.
2,012 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.